IFA Admin jobs

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 19 minutes ago

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted about 2 hours ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

• Essex
• £25000.00 - £28000.00 per annum
• Posted 1 day ago

An opportunity has become available for a Financial Planning Admin in Essex to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 1 day ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• Blackpool
• £23000.00 - £24000.00 per annum + benefits package
• Posted 1 day ago

My client is a financial planning and wealth management business in Blackpool. They are currently looking for a Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring Re...

• Newcastle upon Tyne
• £25000.00 - £28000.00 per annum
• Posted 2 days ago

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. Responsibilities: Coordinate with Independent Financial Advisors to ensure smooth...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 2 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

• Aberdeen
• £25000.00 - £30000.00 per annum
• Posted 2 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system ...

• West Yorkshire
• £25000.00 - £35000.00 per annum
• Posted 2 days ago

My client is recruiting for an aspiring Advisor who is looking to kick start their advisory career. With offices in the Wakefield and Hull areas, they are seeking an individual who has achieved their level 4 Advisory exams to join their team. No specific experience is required, making this the pe...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processi...

• Glasgow
• £25000.00 - £28000.00 per annum
• Posted 6 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrati...

• Glasgow
• £24000.00 - £32000.00 per annum
• Posted 8 days ago

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...

• Sunderland
• £21000.00 - £24000.00 per annum
• Posted 8 days ago

Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm. We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administra...

• Edinburgh
• £25000.00 - £30000.00 per annum
• Posted 9 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the I.O...

• Glasgow
• £28000.00 - £30000.00 per annum + Excellent benefits package
• Posted 9 days ago

IFA Administrator, Specialising in Compliance Location: Glasgow To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Responsibilities: Maintain compliance monitoring pla...

• Clydebank
• £26000.00 - £30000.00 per annum
• Posted 9 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. We are looking for someone to provide high quality technical financial services administration and analyti...

• Hove
• £20000.00 - £28000.00 per annum
• Posted 14 days ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Brighton
• £20000.00 - £28000.00 per annum
• Posted 14 days ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Colchester
• £25000.00 - £30000.00 per annum
• Posted 15 days ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...

• Ipswich
• £25000.00 - £30000.00 per annum
• Posted 15 days ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...